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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,330 | $99,011+121.5% | $86,582+153.3% | $147,586+48.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.65% | 1312.75%-1302.1pp | 965.08%-954.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,750 | $3,132+19.7% | $2,839+32.1% | $4,876-23.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,261 | $5,709-60.4% | $4,904-53.9% | $10,886-79.2% |